Company Research Report: Crestone Wealth Management
Company Overview
Name
Crestone Wealth Management Limited
Mission
To provide private wealth advice services designed to generate both social and financial returns with a focus on sustainability and intergenerational wealth transfer.
Founding and Key People
- Originally Founded: As Ian Potter & Co. in 1935
- Evolution: Transformed through multiple mergers and name changes, eventually becoming Crestone Wealth Management in 2015, following a management buyout from UBS Wealth Management.
- Chief Executive Officer: Michael Chisholm
Headquarters
Australia (specific location not detailed in the provided data)
Number of Employees
No information is available.
Revenue
No information is available.
Company Recognition
Known for being wholly owned by LGT, one of the largest family-owned wealth management firms worldwide, emphasizing a unique blend of personalized service and multi-national strength.
Products
Product Offerings
Crestone provides a suite of private wealth management services focusing on:
- Estate Planning: Designing estate plans to ensure the smooth transition of assets.
- Retirement Planning and Superannuation: Developing strategies to secure an individual's financial future post-retirement.
- Risk Management: Offering protection and risk mitigation strategies.
- Philanthropy: Structuring philanthropic endeavors to achieve impactful results.
- Succession Planning: Assisting in preparing the next generation for leadership and stewardship.
- Access to Alternatives: Offering opportunities in hedge funds, private equity, venture capital, and real assets.
Recent Developments
Recent Developments and Initiatives
- LGT Acquisition: In 2022, LGT acquired Crestone to leverage its scale and expertise while maintaining a private ownership model.
- Sustainability Focus: Crestone underlines sustainability and has supported initiatives such as the Finance Against Slavery and Trafficking (FAST).
- ESG and Philanthropy Recognition: Received accolades for its environmental, social, governance (ESG) investments and philanthropy offerings.
New Products or Features
No information is available.
New Partnerships
No information is available.
Conclusion
Crestone Wealth Management, now fully integrated with LGT, offers extensive wealth management services with an emphasis on sustainability and long-term results. It aims to uphold a client-centric approach, focusing on intergenerational wealth and legacy building while distinguishing itself through its global perspectives and strong alignment with LGT’s resources.
